Private Banking Portfolio Administrator

Eastern Bank

Provides client and administrative support focusing on client service and operational excellence at Cambridge Trust. Participates in relationship management and documentation oversight for key clients.

Posted 6/29/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $40 per hourWebsite

About the role

Key responsibilities & impact

Provides client and administrative support to a business development officer/s with a focus on client service, operational excellence and the advancement of divisional strategy.
Participates in the overall relationship management of key clients handling communication, servicing, documentation, client meeting preparation, and general oversight of the portfolio.
Supports other administrative functions including sales and referral management, compliance and regulatory reporting/documentation, Salesforce management, events and client nurture activities.
Interfaces regularly with the Onboarding & Servicing team in the support of assigned clients.
May require specialized training to support certain verticals- Escrow, Captive Insurance- including collaboration with legal partners on complex and specialized transactions.

Requirements

What you’ll need

Bachelor’s degree preferred with major course work in business administration or a related field or equivalent combination of training and experience.
A minimum of 3 years’ experience managing client relationships and related portfolios, including account opening, documentation, and client servicing.
Experience in private banking preferred.
Strong communication and servicing skills.
Strong understanding and related working experience with bank systems and CRM platforms including Salesforce.
Working in a fast-paced environment with experience in managing multiple tasks simultaneously and prioritizing work efforts.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client ServicingDocumentation ManagementAccount OpeningPortfolio OversightSales and Referral Management

Soft Skills

Strong CommunicationOperational ExcellenceMulti-taskingPrioritization